EDGX vs LFAW

Comparison between GLOBAL X U.S. 500 INCOME EDGE ETF (EDGX, ETF) and LifeX 2060 Longevity Income ETF (LFAW, ETF).

EDGX vs LFAW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDGX(ETF)	LFAW(ETF)
Net Assets	$3.70M	$3.80M
Expense Ratio	N/A	0.25%
Max Drawdown	8.36%	18.58%
Sharpe Ratio	1.16	-0.21
5Y Beta	0.91	0.05

Net Assets

EDGX

$3.70M

Winner

LFAW

$3.80M

Expense Ratio

EDGX

N/A

LFAW

0.25%

Max Drawdown

Winner

EDGX

8.36%

LFAW

18.58%

Sharpe Ratio

Winner

EDGX

1.16

LFAW

-0.21

5Y Beta

EDGX

0.91

Winner

LFAW

0.05

EDGX vs LFAW - Holdings Comparison

EDGX and LFAW have 0 common holdings. Overlap is 0.00%

EDGX's top 25 holdings weight is 99.76%. LFAW's top 25 holdings weight is 99.99%.

Rank	EDGX	LFAW
#1	BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 58.79%	UNITED STATES TREASURY BONDS 4.25% (n/a) - 25.10%
#2	STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 21.48%	UNITED STATES TREASURY BONDS 4.63% (n/a) - 15.71%
#3	VANGUARD S&P 500 ETF (VOO) - 19.49%	UNITED STATES TREASURY BONDS 4.5% (n/a) - 15.05%
#4	N/A	UNITED STATES TREASURY BONDS 4.75% (n/a) - 7.84%
#5	N/A	UNITED STATES TREASURY BONDS 2.38% (n/a) - 7.12%
#6	N/A	UNITED STATES TREASURY BONDS 5% (n/a) - 6.42%
#7	N/A	UNITED STATES TREASURY BONDS 4.13% (n/a) - 3.62%
#8	N/A	UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.33%
#9	N/A	UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.07%
#10	N/A	UNITED STATES TREASURY NOTES 2.75% (n/a) - 2.90%
#11	N/A	UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.20%
#12	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 1.57%
#13	N/A	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.25%
#14	N/A	UNITED STATES TREASURY NOTES 4.13% (n/a) - 1.04%
#15	N/A	UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.96%
#16	N/A	UNITED STATES TREASURY NOTES 4% (n/a) - 0.93%
#17	N/A	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.76%
#18	N/A	UNITED STATES TREASURY NOTES 3.5% (n/a) - 0.50%
#19	N/A	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.38%
#20	N/A	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.12%
#21	N/A	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.12%
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	3	21

EDGX vs LFAW - Historical Returns

Returns include dividend reinvestment.

Period	EDGX	LFAW
1 month	+0.59%	-3.29%
3 months	+3.69%	-2.29%
6 months	+8.10%	-2.36%
1 year	N/A	+2.13%
Max(CAGR)	+20.01%	-3.19%

Winner

EDGX

+0.59%

LFAW

-3.29%

Winner

EDGX

+3.69%

LFAW

-2.29%

Winner

EDGX

+8.10%

LFAW

-2.36%

EDGX

N/A

LFAW

+2.13%

Max(CAGR)

Winner

EDGX

+20.01%

LFAW

-3.19%

EDGX vs LFAW - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	EDGX	LFAW
2026	+8.10%	-1.76%
2025	N/A	+5.91%
2024	N/A	-9.41%

EDGX vs LFAW Drawdown Comparison

The maximum drawdown for EDGX was -7.57%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The maximum drawdown for LFAW was -11.37%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The current EDGX drawdown is -2.34%. The current LFAW drawdown is -5.82%.

Rank	EDGX	LFAW
#1	-7.57% Feb 25, 2026 - Apr 14, 2026	-11.37% Sep 16, 2024 - Jan 14, 2025
#2	-4.07% Jun 2, 2026 - Jun 10, 2026	N/A
#3	-1.54% May 14, 2026 - May 22, 2026	N/A
#4	-0.99% Feb 20, 2026 - Feb 25, 2026	N/A
#5	-0.84% Apr 17, 2026 - Apr 22, 2026	N/A
#6	-0.67% Apr 27, 2026 - Apr 30, 2026	N/A
#7	-0.34% Apr 22, 2026 - Apr 24, 2026	N/A
#8	-0.31% Feb 18, 2026 - Feb 20, 2026	N/A
#9	-0.25% May 6, 2026 - May 8, 2026	N/A
#10	-0.23% May 11, 2026 - May 13, 2026	N/A
#11	-0.21% May 1, 2026 - May 5, 2026	N/A

Correlation

Correlation between EDGX and LFAW is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

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